TrueLayer

CRM & Sales

40 Acciones

Conéctese con Truelayer para aprovechar los servicios seguros de banca abierta. Esta integración permite una interacción perfecta con la API de Truelayer para administrar diversos procesos financieros.

Iniciar integración Obtener ayuda

Ejemplos de flujos de trabajo

See how you can automate your workflows with TrueLayer and Famulor's telephony AI. Our AI phone agent revolutionizes your business processes.

Automatización telefónica con IA

Famulor's telephony AI automatically triggers actions in TrueLayer based on call content and AI agent interactions

AI phone interaction

Phone agent processes

TrueLayer action triggered

Funciones destacadas

Create no‑code AI phone call systems with TrueLayer integration: never miss a call and convert more leads.

Automatización inteligente

Transforme los flujos de trabajo de TrueLayer con agentes de voz IA.

Respuestas automatizadas 24/7
Sincronización instantánea de datos de TrueLayer

Plataforma sin código

Configure la integración de TrueLayer en minutos.

Creador visual de flujos de trabajo
Plantillas predefinidas de TrueLayer

Analíticas avanzadas

Obtenga información en tiempo real de cada interacción con TrueLayer.

Métricas de éxito de las llamadas
Información de datos de TrueLayer

Acciones disponibles

Actions that Famulor's telephony AI can perform in TrueLayer from your AI phone assistant workflows

Cancel Payment

Cancel a payment. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Confirm Mandate Funds

Confirm that the PSU has the given funds. This API can be called using the mandate_token associated with the mandate or using a backend bearer token.

Create Mandate

Create a new mandate. This API must be called using a backend bearer token.

Create Payment

Create a new payment. This API must be called using a backend bearer token.

Create Payment Link

Create a new payment link. This API must be called using a backend bearer token.

Create Payment Refund

Refund a merchant account payment, either fully or partially.

Create payout

Pay out from one of your merchant accounts.

Custom API Call

Make a custom API call to a specific endpoint

Disable Sweeping

Disable automatic sweeping for a merchant account.

Get Mandate

Returns a mandate with the stated ID. This endpoint can be called either by the regular `backend token` or the `mandate token` for that mandate.

Get Mandate Constraints

Retrieve the constraints defined on the mandate, as well as the current utilization of those constraints within the periods.

Get Merchant Account

Get the details of a single merchant account.

Get Payment

Returns payment details. This API can be called using either the `resource_token` associated with the payment or a backend bearer token.

Get Payment Link

Retrieves payment link details. This API must be called using a backend bearer token.

Get Payment Provider

Returns payment provider details. This API can be called without the need for authentication.

Get Payment Refund

Returns refund details for a specific payment.

Get Payment Refunds

Returns all refunds of a payment.

Get Payment Sources

Get the payment sources from which the merchant account has received payments.

Get Payments

List all the payments associated with the payment link. This API must be called using a backend bearer token.

Get payout

Returns payout details.

Get Sweeping Settings

Get the automatic sweeping settings for a merchant account.

Get Transactions

Get the transactions of a single merchant account. If pagination is missing, add a header `tl-enable-pagination: true` to enable pagination.

List Mandates

List all the mandates associated with the client. This API must be called using a backend bearer token.

List Merchant Accounts

List all your TrueLayer merchant accounts. There might be more than one account per currency.

Revoke Mandate

Revoke a mandate. This API must be called using a backend bearer token.

Save Payment Account

Save the account details associated with a payment for subsequent re-use. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Search Payment Providers

Returns a list of payment providers.

Set Up or Update Sweeping

Set the automatic sweeping settings for a merchant account. At regular intervals, any available balance in excess of the configured `max_amount_in_minor` is withdrawn to a pre-configured IBAN.

Start authorization flow

Start the authorization flow for a payout. This API can be called using the `resource_token` associated with the payout you are trying to fetch.

Start Authorization Flow

Start the authorization flow for a mandate. This API can be called using either the mandate_token associated with the mandate or a backend bearer token.

Start Payment Authorization Flow

Start the authorization flow for a payment. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Submit consent

Submit the consent given by the user. This API can be called using either the mandate_token associated with the mandate or a backend bearer token.

Submit Consent

Submit the consent given by the user. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Submit Form

Submit form details filled by the PSU. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Submit payments return parameters

Submit direct return query and fragment parameters returned from the provider.

Submit provider selection

Submit the provider details selected by the PSU. This API can be called using either the mandate_token associated with the mandate or a backend bearer token.

Submit Provider Selection

Submit the provider details selected by the PSU. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Submit Scheme Selection

Submit the scheme details selected by the PSU. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Submit User Account Selection

Submit the user account selection option given by the user. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

TrueLayer

Connect with TrueLayer to leverage secure open banking services. This integration allows seamless interaction with TrueLayer's API to manage various financial processes.

Configuración rápida

Get started with TrueLayer integration in 3 simple steps

Conecta tu cuenta de TrueLayer

Authenticate your TrueLayer account with Famulor using OAuth or API keys. Your credentials are stored securely.

Crea tu flujo de trabajo

Use our visual workflow builder to connect Famulor voice agents with TrueLayer actions and triggers.

Prueba e implementa

Test your integration with sample data, then deploy it to start automating your workflows in real-time.

Ready to connect TrueLayer with telephony AI?

Start automating your workflows with TrueLayer and Famulor's telephony AI today. Our AI phone assistant revolutionizes your business processes.

Iniciar integración Todas las integraciones

TrueLayer FAQ

Preguntas frecuentes sobre la integración de TrueLayer

Que tan rapido puedo configurar la integracion de TrueLayer?

La configuracion tarda menos de 5 minutos. Conecta tu cuenta de TrueLayer, define las preferencias del asistente de voz y comienza a automatizar de inmediato.

Que datos se pueden sincronizar entre TrueLayer y Famulor?

Nuestra integracion sincroniza datos relevantes como contactos, leads, campos personalizados, etiquetas e historial de actividad. Los resultados y grabaciones de llamadas se guardan automaticamente en TrueLayer.

Hay limitaciones o restricciones de llamadas?

No hay limites en el numero de llamadas. Tu plan determina el volumen; puedes actualizarlo en cualquier momento. Todas las llamadas cumplen con la normativa e incluyen opcion de exclusion (opt-out).

Puedo personalizar el asistente de voz para los flujos de trabajo de TrueLayer?

Si. Puedes personalizar por completo la personalidad, el guion, la voz y las respuestas basadas en datos de TrueLayer. Crea diferentes agentes para distintos flujos o segmentos.

Volver a integraciones

TrueLayer

CRM & Sales

40 Acciones

Iniciar integración Obtener ayuda

Ejemplos de flujos de trabajo

See how you can automate your workflows with TrueLayer and Famulor's telephony AI. Our AI phone agent revolutionizes your business processes.

Automatización telefónica con IA

Famulor's telephony AI automatically triggers actions in TrueLayer based on call content and AI agent interactions

AI phone interaction

Phone agent processes

TrueLayer action triggered

Funciones destacadas

Create no‑code AI phone call systems with TrueLayer integration: never miss a call and convert more leads.

Automatización inteligente

Transforme los flujos de trabajo de TrueLayer con agentes de voz IA.

Respuestas automatizadas 24/7
Sincronización instantánea de datos de TrueLayer

Plataforma sin código

Configure la integración de TrueLayer en minutos.

Creador visual de flujos de trabajo
Plantillas predefinidas de TrueLayer

Analíticas avanzadas

Obtenga información en tiempo real de cada interacción con TrueLayer.

Métricas de éxito de las llamadas
Información de datos de TrueLayer

Acciones disponibles

Actions that Famulor's telephony AI can perform in TrueLayer from your AI phone assistant workflows

Cancel Payment

Cancel a payment. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Confirm Mandate Funds

Confirm that the PSU has the given funds. This API can be called using the mandate_token associated with the mandate or using a backend bearer token.

Create Mandate

Create a new mandate. This API must be called using a backend bearer token.

Create Payment

Create a new payment. This API must be called using a backend bearer token.

Create Payment Link

Create a new payment link. This API must be called using a backend bearer token.

Create Payment Refund

Refund a merchant account payment, either fully or partially.

Create payout

Pay out from one of your merchant accounts.

Custom API Call

Make a custom API call to a specific endpoint

Disable Sweeping

Disable automatic sweeping for a merchant account.

Get Mandate

Returns a mandate with the stated ID. This endpoint can be called either by the regular `backend token` or the `mandate token` for that mandate.

Get Mandate Constraints

Retrieve the constraints defined on the mandate, as well as the current utilization of those constraints within the periods.

Get Merchant Account

Get the details of a single merchant account.

Get Payment

Returns payment details. This API can be called using either the `resource_token` associated with the payment or a backend bearer token.

Get Payment Link

Retrieves payment link details. This API must be called using a backend bearer token.

Get Payment Provider

Returns payment provider details. This API can be called without the need for authentication.

Get Payment Refund

Returns refund details for a specific payment.

Get Payment Refunds

Returns all refunds of a payment.

Get Payment Sources

Get the payment sources from which the merchant account has received payments.

Get Payments

List all the payments associated with the payment link. This API must be called using a backend bearer token.

Get payout

Returns payout details.

Get Sweeping Settings

Get the automatic sweeping settings for a merchant account.

Get Transactions

Get the transactions of a single merchant account. If pagination is missing, add a header `tl-enable-pagination: true` to enable pagination.

List Mandates

List all the mandates associated with the client. This API must be called using a backend bearer token.

List Merchant Accounts

List all your TrueLayer merchant accounts. There might be more than one account per currency.

Revoke Mandate

Revoke a mandate. This API must be called using a backend bearer token.

Save Payment Account

Save the account details associated with a payment for subsequent re-use. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Search Payment Providers

Returns a list of payment providers.

Set Up or Update Sweeping

Set the automatic sweeping settings for a merchant account. At regular intervals, any available balance in excess of the configured `max_amount_in_minor` is withdrawn to a pre-configured IBAN.

Start authorization flow

Start the authorization flow for a payout. This API can be called using the `resource_token` associated with the payout you are trying to fetch.

Start Authorization Flow

Start the authorization flow for a mandate. This API can be called using either the mandate_token associated with the mandate or a backend bearer token.

Start Payment Authorization Flow

Start the authorization flow for a payment. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Submit consent

Submit the consent given by the user. This API can be called using either the mandate_token associated with the mandate or a backend bearer token.

Submit Consent

Submit the consent given by the user. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Submit Form

Submit form details filled by the PSU. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Submit payments return parameters

Submit direct return query and fragment parameters returned from the provider.

Submit provider selection

Submit the provider details selected by the PSU. This API can be called using either the mandate_token associated with the mandate or a backend bearer token.

Submit Provider Selection

Submit the provider details selected by the PSU. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Submit Scheme Selection

Submit the scheme details selected by the PSU. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

Submit User Account Selection

Submit the user account selection option given by the user. This API can be called using the `resource_token` associated with the payment or a backend bearer token.

TrueLayer

Connect with TrueLayer to leverage secure open banking services. This integration allows seamless interaction with TrueLayer's API to manage various financial processes.

Configuración rápida

Get started with TrueLayer integration in 3 simple steps

Conecta tu cuenta de TrueLayer

Authenticate your TrueLayer account with Famulor using OAuth or API keys. Your credentials are stored securely.

Crea tu flujo de trabajo

Use our visual workflow builder to connect Famulor voice agents with TrueLayer actions and triggers.

Prueba e implementa

Test your integration with sample data, then deploy it to start automating your workflows in real-time.

Ready to connect TrueLayer with telephony AI?

Start automating your workflows with TrueLayer and Famulor's telephony AI today. Our AI phone assistant revolutionizes your business processes.

Iniciar integración Todas las integraciones

TrueLayer FAQ

Preguntas frecuentes sobre la integración de TrueLayer

Que tan rapido puedo configurar la integracion de TrueLayer?

La configuracion tarda menos de 5 minutos. Conecta tu cuenta de TrueLayer, define las preferencias del asistente de voz y comienza a automatizar de inmediato.

Que datos se pueden sincronizar entre TrueLayer y Famulor?

Hay limitaciones o restricciones de llamadas?

No hay limites en el numero de llamadas. Tu plan determina el volumen; puedes actualizarlo en cualquier momento. Todas las llamadas cumplen con la normativa e incluyen opcion de exclusion (opt-out).

Puedo personalizar el asistente de voz para los flujos de trabajo de TrueLayer?

Si. Puedes personalizar por completo la personalidad, el guion, la voz y las respuestas basadas en datos de TrueLayer. Crea diferentes agentes para distintos flujos o segmentos.